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Name Holding Trade Value Shares
Change 		Change in
Stake
FPCG
5251
Forum Private Client Group
Indiana
$842K +$164K +695 +26%
BHCM
5252
Brevan Howard Capital Management
Jersey
$840K +$790K +3,353 New
JF
5253
Joule Financial
Kentucky
$837K +$44.5K +189 +6%
EC
5254
Enhancing Capital
Pennsylvania
$836K +$787K +3,338 New
NL
5255
NDWM LLC
California
$831K +$471 +2 +0.1%
MLIC
5256
Mandatum Life Insurance Company
Finland
$831K -$70.7K -300 -8%
OFG
5257
Opulen Financial Group
Virginia
$830K +$782K +3,316 New
BWA
5258
BCU Wealth Advisors
Illinois
$828K +$707 +3 +0.1%
SW
5259
Schulz Wealth
Texas
$827K -$63.2K -268 -8%
MLRA
5260
Main Line Retirement Advisors
Montana
$825K +$13.2K +56 +2%
AWP
5261
Avid Wealth Partners
Texas
$822K -$87.4K -371 -10%
LWMT
5262
Legacy Wealth Management (Tennessee)
Tennessee
$821K +$7.07K +30 +0.9%
DWM
5263
Daner Wealth Management
Georgia
$819K +$812K +3,447 New
IWM
5264
IMG Wealth Management
Florida
$817K +$769K +3,264 New
AFS
5265
Axiom Financial Strategies
Indiana
$816K -$93.8K -398 -11%
AAM
5266
Ameraudi Asset Management
New York
$816K – – –
SS
5267
Sound Stewardship
Kansas
$816K +$21.4K +91 +3%
CI
5268
Cavalier Investments
Georgia
$814K -$5.74M -24,375 -88%
OAM
5269
Oberweis Asset Management
Illinois
$812K -$11.5K -49 -1%
LKBC
5270
L.K. Benson & Company
Maryland
$812K +$764K +3,242 New
PWM
5271
PMG Wealth Management
Illinois
$809K +$762K +3,232 New
CFG
5272
Cornerstone Financial Group
Nebraska
$808K +$761K +3,228 New
KC
5273
Kinloch Capital
Virginia
$808K -$11.8K -50 -2%
HAM
5274
Hickory Asset Management
Ohio
$807K +$760K +3,224 New
MNA
5275
Manning & Napier Advisors
New York
$806K -$36.3M -153,854 -98%
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211
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